Position in CSX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,411,070
+$267,171 QoQ
Shares Held
29,688
+6.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#753
of 1,982 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Compound Planning, Inc. holds $8,445,385 across 6 Railroads names. CSX ranks #2 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
12,944 | $3,520,768 | |
| 2 | CSX |
Csx Corp
This page
|
29,688 | $1,411,070 | |
| 3 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
11,793 | $1,021,863 | |
| 4 | NSC |
Norfolk Southern Corp
|
3,195 | $1,005,114 | |
| 5 | CNI |
Canadian National Railway Co
|
6,281 | $748,945 | |
| 6 | WAB |
Westinghouse Air Brake Technologies Corp
|
2,736 | $737,625 |
All Filings in CSX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,411,070 | 29,688 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,143,899 | 27,866 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,030,478 | 28,427 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $968,180 | 27,265 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $798,553 | 24,473 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $453,634 | 15,414 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $466,075 | 14,443 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $567,362 | 16,431 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $391,900 | 11,716 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $423,673 | 11,429 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $321,217 | 9,265 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||